Reviewing all loan paperwork received from branches and compliance with the Official Lending Policy, procedures and regulatory requirements.
September 06, 2022
Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
February 17, 2023
Works closely with senior loan officers and other staff to gain a sound understanding of the loan classification process.
March 03, 2023
Develops and prepares loan solutions and identifies products and services options based on customer needs.
March 09, 2023
Interact with agencies (Appraisers, Title Companies, Flood Insurance Companies, Auto Dealers, Attorneys, Insurance Companies, GrooveCar, etc.
March 30, 2023
Assists prospective and current borrowers with their credit needs and with formulating solutions to credit related issues.
April 16, 2023
Following up with borrowers for items needed for loan submission.
April 16, 2023
Provide disclosures within regulatory guidelines and provide re-disclosure as required by regulatory guidelines through understanding of TRID requirements.
April 26, 2023
Makes and services leases, loans for operating equipment and real estate, and offering other related services such as cash management products within delegated authority and in accordance with association policies.
May 19, 2023